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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

36 hedge funds and large institutions have $120M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

29% more funds holding

Funds holding: 28 → 36 (+8)

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

1% more capital invested

Capital invested by funds: $118M → $120M (+$1.67M)

2.13% less ownership

Funds ownership: 85.36% → 83.23% (-2.1%)

Holders
36
Holders Change
+8
Holders Change %
+28.57%
% of All Funds
0.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
9
Increased
11
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$2.98M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.28M
3
SWMG
Signature Wealth Management Group
Georgia
+$2.15M
4
Bank of America
Bank of America
North Carolina
+$757K
5
Jane Street
Jane Street
New York
+$700K

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
-$3.01M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.23M
3
CAI
Capital Advisors Inc
Oklahoma
-$1.43M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$893K
5
LWM
Lenox Wealth Management
Ohio
-$768K
Name Holding Trade Value Shares
Change 		Change in
Stake
FPS
26
Fieldpoint Private Securities
Connecticut
$106K – – –
SSB
27
Sandy Spring Bank
Maryland
$96K +$6.97K +300 +8%
OAM
28
Oppenheimer Asset Management
New York
$73K +$72.8K +3,134 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$56K -$893K -38,454 -94%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$42K – – –
LNB
31
Ledyard National Bank
$24K – – –
FCA
32
FinTrust Capital Advisors
South Carolina
$18K +$17.7K +762 New
APA
33
American Portfolios Advisors
New York
$9.17K +$9.1K +392 New
ASN
34
Advisory Services Network
Georgia
$4K – – –
ADL
35
Asset Dedication LLC
California
$3K +$3.76K +162 New
BlackRock
36
BlackRock
New York
$1K +$46 +2 +5%
LWM
37
Lenox Wealth Management
Ohio
– -$768K -32,584 Closed
Fidelity Investments
38
Fidelity Investments
Massachusetts
– +$23 +1 New
1
2